Books that are clean,
current, and tax-ready
Monthly bookkeeping by an IRS Enrolled Agent so your records don’t just look right, they’re built to minimize your taxes and survive any IRS scrutiny.
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet, Cash Flow
- QuickBooks Online management
- Up to 150 transactions per month
- Monthly check-in call
- Email support, 24-hr response
- Everything in Bookkeeping Only
- Quarterly estimated tax calculations
- Year-round EA tax strategy calls
- S-Corp election analysis
- Priority 12-hr response
- Unlimited email questions
- Everything in Bookkeeping + Tax
- Payroll compliance oversight
- Officer salary optimization
- Unlimited consultation calls
- Same-day urgent response
P&L, Balance Sheet, and Cash Flow Statement delivered by the 10th of every month formatted so you can actually understand your numbers.
Every bank account and credit card reconciled monthly against your QuickBooks records. No unexplained discrepancies, no guessing.
We manage your QBO account directly. You keep read-only access to see your data any time, without having to touch it yourself.
A scheduled monthly call to review your numbers, answer questions, and flag anything unusual before it becomes a problem.
Every transaction is coded with tax implications in mind not just for clean books, but for maximum deductions and IRS defensibility.
All documents shared through encrypted, secure portals. Your financial data never travels by unprotected email.
| Business Type | Monthly Transactions | Monthly Price |
|---|---|---|
| Sole prop / freelancer | Up to 75 transactions | $200–$300 |
| Small LLC / service business | Up to 150 transactions | $300–$500 |
| Growing S-Corp or LLC | Up to 300 transactions | $600–$900 |
| Active S-Corp with payroll | Up to 500 transactions | $1,000–$1,400 |
| High-volume / e-commerce | 500+ transactions | Custom quote |
| Real estate investor per property | Varies | Starting from $100/mo |
Not sure which tier fits? Book a free call and we'll assess your volume and quote accordingly.
Property-level bookkeeping that survives an audit
- Per-property P&L and balance tracking
- Depreciation schedule setup and maintenance
- STR Airbnb/VRBO income and expense tracking
- Passive vs. active income classification
- Capital improvement vs. repair categorization
- Ready-for-Schedule-E reports every month
Sample report for illustration purposes only.